英伟达大举撤资

金投网03-06

当地时间周三，摩根士丹利科技、媒体与电信会议上，当着全球科技圈的面，黄仁勋突然公开“食言”：英伟达对OpenAI和Anthropic的数百亿美元投资，很可能是“最后一次”。之前给OpenAI画的1000亿美元大饼，目前砸了300亿，剩下的没了。OpenAI的死对头Anthropic，刚享受到的百亿美元投资，也成了绝唱。究竟是为什么?总不可能没钱了吧?01 表与里老黄明面上给出的理由是“OpenAI...

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US Technology A (acc) SGD"},"translate_title":"Nvidia divests aggressively","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"NVDB":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDU":0.6,"NVDW":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"ANV":0.6,"NVII":0.6,"DIPS":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVDG":0.6,"NVDA":1.98,"NVDQ":0.6,"NVD2.UK":0.6,"NVDS":0.6,"NVDX":0.6},"content_text":"当地时间周三，摩根士丹利科技、媒体与电信会议上，当着全球科技圈的面，黄仁勋突然公开“食言”：英伟达对OpenAI和Anthropic的数百亿美元投资，很可能是“最后一次”。之前给OpenAI画的1000亿美元大饼，目前砸了300亿，剩下的没了。OpenAI的死对头Anthropic，刚享受到的百亿美元投资，也成了绝唱。究竟是为什么?总不可能没钱了吧?01 表与里老黄明面上给出的理由是“OpenAI和Anthropic都要在今年年底寻求IPO”。这在财务和法务逻辑上是完全成立的。去年9月，英伟达和OpenAI曾宣布了一个超级基础设施对赌协议：英伟达承诺为OpenAI建设提供10 GW的AI数据中心，总投资金额高达1000亿美元，将分为10期、每期1GW逐步拨付，预计第一期将于2026年下半年上线。结果呢?不论是在英伟达的财报里，还是后续《华尔街日报》的报道中，这份协议都被描述成“一份带有投资机会的意向书”。在私募市场，巨头之间怎么签对赌协议、怎么搞战略结盟、甚至“你买我的算力，我给你股份”，只要股东没意见，可以关起门来玩得不亦乐乎。但是，一旦公司要进行首次公开募股，接受美国证券交易委员会的拷问，这种做法就彻底行不通了。如果OpenAI作为一家上市公司，它的资产负债表和利润表上存在着巨额的“关联交易”，这在审计上是极其头疼的。就像这份对赌协议，英伟达说是给OpenAI投资1000亿，但OpenAI实际上还是把这些钱拿去买英伟达的GPU交营收……本质上就是循环交易：我投你钱，你用我的钱买我的芯片。我既赚了投资收益，又赚了芯片销售的钱。存在很明显的虚增营收和左手倒右手嫌疑。因此，为了确保IPO顺利进行，OpenAI必须清理复杂的股权结构和战略绑定。老黄现在把投资结算为300亿美元的一锤子买卖，不再与具体的基建计划强行挂钩，实际上是帮OpenAI在上市前进行“财务排雷”。对于Anthropic来说，道理也是一样。但是，这毕竟只是表面上的原因。OpenAI、英伟达、AMD供应链金融示意图，","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2617093508","isCrawlerRequest":true}